Banking

I know this hasn't been easy for you and I'm here to make sure you never experience the same thing again, BillWCH.

I've checked our records and there's no reported case of connectivity issue with Chase Bank Feed into QuickBooks Desktop. It's possible you'll encounter the error message due to the following reasons:

• Your bank changed its service offering from Direct Connect to Express Web connect.
• The connectivity of your financial institution has been disabled.
• You have pending alerts on your online bank account that you need to acknowledge.
• Your bank’s info isn’t updated on the Financial Institutions Directory (FiDir) in QuickBooks.
• There might be a problem with their servers.

I've got you covered on how to troubleshoot this connectivity issue. Before we start, let's make sure to do the following:

• Back up your company file and match any pending downloaded transactions.
• Sign in to your bank’s website outside of QuickBooks, and check for pending alerts.
• Can connect to the Internet, and your Windows firewall doesn't block your connection to QuickBooks.
• Check if you get the error in Bank Feeds Classic Mode. If not, this means the file from your bank works best in Classic Mode. If you get the same error, proceed to troubleshoot.
• Update QuickBooks to the latest release.

Once done, run the Verify and Rebuild data to make sure there is no data damage in your company file. Here's how:

1. Go to the File menu, then hover over Utilities and select Rebuild Data.
2. On the QuickBooks Information window, press OK. Follow the onscreen steps to save a backup.
3. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
4. When the tool finishes, press OK.
5. Go to the File menu. Then hover over Utilities and click Verify Data.
6. Let the tool check your file for data issues.

If QuickBooks doesn't find any problems, press OK. You can keep using your company file if you don't have any data damage. Then, select Rebuild Now if QuickBooks finds an issue with your company file.

If you’re still having data issues after rebuilding your company file, try again. If you still have data issues, use the QuickBooks File Doctor to fix your company file. You can check out this article for more details about fixing data damage on your QuickBooks Desktop company file: Fix data damage on your QuickBooks Desktop company file.

Also, to check if there's some problem with your bank's servers, let's try downloading transactions in the test company file. Here's how:

1. Open QuickBooks.
2. Go to the File menu, then select New Company.
3. Click Express Start or Start Setup.
4. Set up Bank Feeds for the affected account.
5. Try to download your transactions.

If you still encounter the same result, I recommend contacting our Technical Support Team for further assistance. One of our specialists will review the connection between Chase and QBDT and assist you in implementing a permanent resolution. Here's how to get the contact details:

1. Go to the Help menu at the top to select QuickBooks Desktop Help. This action will take you to the Have a question? window.
2. Choose Contact Us and give a brief description of your issue.
3. Click the Continue button and log in to your Intuit account.
4. If you don't have an account, select Create a new account.
5. From there, select Continue and then Continue with my account to proceed.
6. We'll email you a single-use code and input the number.
7. If you have more than one account, select the one you want to use and Continue.
8. Press the Continue button and choose Chat with us or Have us call you.

To learn whether the bank connection fails, or you get an error, the logs can help pinpoint the failure. To access the file, refer to this article for the full details: Collect Bank Feeds log files.

We have a collection of resources that will aid users in handling online banking issues, reconciling an account, and making deposits, to name a few. Feel free to browse each link to view the complete information: 

• Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop
• Find help with bank feeds and reconciling accounts

Keep me posted if you have other banking concerns or questions on how to better manage your online banking connection. I'll get back to assist you further. You have a good one.